Amy S. Brown, TEP

Amy is the Director of Business Development and works as part of Commonwealth Management and the Business Development Team by leading and coaching the Team to bring new clients to the organization. Amy is responsible for the overall management of all strategic and operational Marketing and client onboarding activities.

Prior to joining Commonwealth Trust Company, Amy worked at another well-established Delaware trust company for over fifteen years. Primary responsibilities there included developing new fiduciary, agency and custody business relationships for domestic and international individuals and families; instilling best practices and mentoring junior associates, and attending conferences to market the Company’s services.

Commonwealth Trust Company is pleased to provide this article as a guide. Commonwealth Trust Company is not engaged in the practice of law and is not providing legal advice by the provision of these materials. Commonwealth Trust Company recommends that clients seek the opinion of their attorney regarding the specific legal and tax issues addressed in this article.